Using Data to Tell Your Nonprofit Story February 5, 2025 by Andrew Wainacht Thinking in: SalesforcePleasant Valley Land Trust (PVLT), a fictional nonprofit dedicated to preserving the natural beauty and biodiversity of the Pleasant Valley region, faced a challenge familiar to many organizations in their sector: how to effectively communicate the impact of their conservation efforts. They knew they were making a difference, but translating that impact into a compelling… Read More
Nonprofit Website Engagement through Data Storytelling February 4, 2025 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, StrategyNonprofit organizations are increasingly recognizing the power of data to tell compelling stories and engage website visitors. While many organizations rely on text-based narratives, data can strengthen your message and allow you to more effectively communicate your mission and achievements. Does your nonprofit website engagement strategy include data in stories? Integrating Data for a Holistic… Read More
Salesforce Workflow & Process Builder End-of-Life January 6, 2025 by Andrew Wainacht Thinking in: CRM/AMS, SalesforceAs of December 2025, Salesforce will officially sunset its Workflow and Process Builder tools in favor of the newer automation tool, Flow. Nonprofits will need a plan to migrate or rebuild their older automations in the new tool. This post guides you through the process, ensuring a smooth transition and unlocking the full potential of… Read More
Nonprofits Proactive with Salesforce Now, Save Time Later December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsIs Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More
Hello Salesforce Flow. Farewell Workflows and Process Builder. October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsAs Bob Dylan said, “The times they are a-changin.” Are you still relying on Workflow Rules and Process Builder to automate tasks in your nonprofit’s Salesforce org? (Hint: if you’re reading this you almost certainly are!) It’s time for a transition. Salesforce is retiring these trusty tools, but don’t worry – you’ve got time, help,… Read More
Working with Leadership to Get Updated or New Nonprofit Software Needed October 28, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyTechnology is essential for nonprofits to operate efficiently and effectively. However, it can be challenging to get leadership on board with the need for updated or new nonprofit software. In this blog post, we will discuss some tips for working with leadership or your board to get the technology your nonprofit needs. 1. Identify the… Read More
Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Andrew Wainacht Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Nonprofit Database Management is More than Just Knowing Technology June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyWhen you think about nonprofit database management, what do you think of? Your mind probably jumps to questions of what platform is involved, and what technical skills the admin has. We talk a lot about the importance of choosing the right technology systems for your nonprofit, but once the tool is selected: The most important… Read More
Beyond the Basics: Nonprofit fundraising with Salesforce AppExchange Apps May 28, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Support TipsSalesforce Nonprofit Cloud, with its Nonprofit Success Pack (NPSP) at its core, is a robust CRM foundation for nonprofits. However, to truly maximize your fundraising potential, consider these powerful third-party applications available on the Salesforce AppExchange. Fundraising Apps for Salesforce These apps seamlessly integrate with Salesforce, enhancing various aspects of donor management, communication, and overall… Read More
AI for Nonprofits: What You Need to Know About Fundraising AI May 23, 2024 by Paul Keogan Thinking in: CRM/AMS, Strategy, Support TipsAI is certainly the hottest topic in conversations about technology this year. “Generative AI” tools like ChatGPT draw a lot of attention, for better or for worse – but AI technology goes beyond that. More and more nonprofit CRMs are adding AI features intended to assist development teams with enhanced data. Are the newest fundraising… Read More
